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Reasons
to Hire Charlie
Why you need our services
- We provide detailed instructions for each step necessary to qualify
as soon as possible for Medicaid benefits.
- We monitor the process closely and help you work through the issues
as they come along.
- Even a simple action can result in months of added disqualification
if not done perfectly.
- We help you work through the bureaucratic rules and regulations
which often make no sense.
- We have years of experience helping our clients work with financial
institutions to achieve our desired goals.
- We adjust our planning process if you have any unexpected changes in
your family circumstances.
- We notify you of any changes in the Florida Medicaid rules
as they apply to your situation.
- We have extensive experience with families who have tried
unsuccessfully to go forward without our help. Sometimes the
mistakes they have made can mean months of expensive nursing home bills
before we can fix their mistakes.
Services provided
- Analyze in detail each source of income, and all assets and liabilities.
- Prepare a spreadsheet allocating assets to the proper category of available, unavailable, or excluded according to Department of Children and Family (DCF) guidelines.
- Determine what needs to be done to gain Medicaid qualification.
- Prepare detailed plan of action.
- Give specific instructions regarding each asset.
- Assemble and review all necessary documentation.
- Monitor process carefully to make sure that all actions are completed correctly and in a timely fashion.
- Verify all sources of income.
- Make all necessary income calculations.
- Prepare Qualified Income Trust, if necessary.
- List all assets transferred within the past 36 months.
- Track each account closed over the last 36 months and note where the funds were moved.
- Review any necessary contracts.
- Prepare detailed Medicaid application package to be presented by us
at the interview with DCF caseworker.
- Follow up with caseworker until application has been approved.
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Call
Louise at: 727.441.4516 |
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